, being the etf for gold, alcoa, caterpillar, lululemon and chipotle. holy cow, let's go to work on this. this is tough. here's the problem, these are actually the same. meaning they're both high-multiple expensive growth stocks. now, one's in food and one's apparel, but keep that in mind when you try to figure it out. i like gold here, alcoa's an industrial company and cat's an industrial company, and an engine company and these two restaurant -- i could very easily say earth moving, restaurant, apparel, gold, and aluminum, but i'm going to say you've got to get rid of lululemon, because i can't have you in two high-growth multiple stocks, you do that and pick up something, let's buy some abbott labs, that seems like a good stock, make that change tomorrow. let's go to don in texas. >> caller: hi, jim. thanks a lot for taking my call, love your show. >> thank you. >> caller: my stocks are conoco-philips, at&t, energy transfer partners, etp, eli lilly, lly and bank of america, bc. >> let me go to work on this. eli lily, i would not sell. at&t, people suddenly like verizon more, i would n